Project Sales Process
In this guide we will cover: – How to have new leads automatically log lead/opportunity tickets – How to Embed opportunity tickets into a website – Using Opportunity Templates – Configuring the Sales Flow for Project Sales Processes Configuring Actions for opportunity flow Quotation approvals (agent approvals) Keeping updated on quotation activity The Opportunity Workflow […]
How To Onboard New Customers
In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Associated Guides […]
Dynamic Field Visibility and editing fields on Leads/ Opportunities
In this guide we will cover: – Field Input Types – Dynamic Field Visibility Field Input Types When using the Lead/Opportunity actions that are default out of the box in the HaloPSA trials, you will notice the fields are single select dropdowns, which can be found within Configuration > Custom Objects > Custom Fields: Fig […]
Tracking Sales Metrics
In this guide we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Associated Admin Guides: Dashboards Reporting General Settings Agents Associated Guides: Reports and Scheduling Halo In-App Dashboard Creating a Dashboard In this example, we're going to create […]
Tracking Opportunities
In this guide we will cover: – Configuring the Column Profile – Overriding Conversion Probability On a Workflow Step Associated Admin Guides: Workflows Views Associated Guides: Workflows The Opportunity Workflow Configuring the Column Profile Once your Opportunity has been raised, you're going to want to track its progress via a couple of core fields that […]
Opportunity Configuration
Having a good understanding of the configuration options available in Configuration > Tickets will help you when it comes to understanding opportunity configuration. Both "Configuration>Tickets" & "Configuration>Sales" include the below options: Opportunity (Ticket) Types – In their respective configuration area, these options allow you to modify, or create, the types of opportunities (tickets) that you want […]
The Opportunity Workflow
In this guide we will cover: – Modifying the Opportunity Workflow – Adding The Chevron View to the Workflow Progress Visual Shown on Tickets – Workflow Flow Chart – Adding the Quick Action For Emailing a Quote – Working Through The Ticket Using The Edited Workflow Associated Admin Guides: Actions Workflows Ticket General Settings Associated Guides: […]
Creating Opportunities
In this guide we will cover: – View Pane – Areas – Opportunity List – Raising Opportunities – Field List – Copying Custom Fields from the Ticket to the New Customer Record Admin Guides: Ticket Areas Sales Views Related Guides: Ticket/Client Areas Lists Views In this guide we're going to look at raising a new opportunity, while […]
How to configure Statement of Work (SoW) Templates
In this guide we will cover: – Creating the Statement of Work Template – Setting the Details of the SoW – Setting the SoW on the Opportunity Creating the Statement of Work Template To create a statement of work template, you can navigate to Configuration > Custom Objects > Custom Fields > search for the […]
Pipeline Stages
In this guide we will cover: – Enabling the Pipeline Feature – Linking Workflow Steps to Pipeline Stages – Pipeline Stage on an Opportunity Ticket – Pipeline Stage in Lists – Grouping by Pipeline Stage on Column Profiles – Ticket Rules from Pipeline Stages Associated Admin Guides: Sales General Settings Sales Views Workflows Associated Guides: […]
